Everything your Tax Office Needs to Operate and Grow

Two levels of infrastructure designed for EFIN holders who want more than software, filing capability, office automation, marketing systems, and compliance tolls all in one platform.

BOOK A DISCOVERY CALL

Active EFIN required for all packages.

WHY LEGACYPRO TAX

Your Service Bureau Should Give You More Than a Login

Most tax software companies hand you a tool and leave you to figure out the rest. LegacyPro Tax was built on the belief that EROs deserve real infrastructure.

Software that keeps you in control

Your office, your revenue, your operation. No fee splitting that works against you.

A real partnership, not a contract

We invest in your success with training, systems, and mentorship.

Systems that scale your office

Automation, CRM, marketing, and compliance workflows that let you operate efficiently.

Mentorship and support

Real guidance from someone who has built tax offices from the ground up.

No guesswork. No surprises. Know your numbers upfront.

CALCULATE YOUR REVENUE

One-time setup fee

The foundation. Professional tax preparation software and filing infrastructure for EFIN holders who need the essential tools to prepare and file tax returns professionally while operating under the LegacyPro service bureau environment.

This package focuses strictly on tax preparation and filing capability. No automation systems or marketing tools are included at this level.

$30/month CRM

The full system. Everything in the Filing System plus the operational infrastructure needed to run and grow a modern tax office.

Most tax software companies promise tools to file returns. The ERO Growth System provides the infrastructure needed to operate and scale a tax office streamline operations, automate client communication, improve client experience, and increase operational efficiency.

THE DIFFERENCE

Traditional Software vs. LegacyPro Infrastructure

Traditional Service Bureau

Software access only

No automation tools

No CRM included

No marketing systems

No compliance guidance

Ticket-based support

Fee splitting model

No mentorship

LegacyPro Tax
Full office infrastructure
Client intake and workflow automation
CRM with automated communication
Lead generation and marketing tools
Due diligence and compliance workflows
Real mentorship and support
You control your revenue
Ongoing guidance and training